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Mechanical Maintenance Planning and SchedulingTraining

Dates Venues Register
15/02/2026 - 19/02/2026 KUALA LUMPUR

Introduction

Mechanical Maintenance Planning and SchedulingTraining

The Business Case for the Benefit of Planning (Why Do Planning?)

  • Company Vision
  • Why Improvement Is Needed in Maintenance
  • What Planning Mainly Is and What It Is Mainly Not (e.g., Parts and Tools) 
  • Increase Your Workforce Without Hiring
  • Case Study: The Practical Result of Planning
  • Is Freed-Up Technicians
  • "World Class" Wrench Time
  • The Specific Benefit of Planning Calculated for Labor Only
  • The Specific Benefit of Planning Calculated beyond Labor: The Ultimate Benefit
  • Plant Staffing Level
  • Why Does This Opportunity Exist?
  • Quality and Productivity: Effectiveness and Efficiency
  • Planning Mission
  • Frustration with Planning

Planning Principles (What Makes Planning So Frustrating and What Makes It Work?)

  • The Planning Vision: The Mission
  • Principle 1: Separate Group 
  • Principle 2: Focus on Future Work
  • Principle 3: Component Level Files Illustrations
  • Principle 4: Estimates Based on Planner Expertise
  • Principle 5: Recognize the Skill of the Crafts
  • Principle 6: Measure Performance with Work Sampling

Scheduling Principles (Why Do We Have to Do Scheduling and What Makes It Work?)

  • Why Maintenance Does Not Assign Enough Work
  • Advance Scheduling Is an Allocation
  • Principle 1: Plan for Lowest Required Skill Level Illustrations
  • Principle 2: Schedules and Job Priorities Are Important Illustrations
  • Case Study: New Supervisor
  • Case Study: Honoring the Schedule
  • Principle 3: Schedule from Forecast of Highest Skills Available
  • Principle 4: Schedule for Every Work Hour Available
  • Principle 5: Crew Leader Handles Current Day's Work
  • Principle 6: Measure Performance with Schedule Compliance

Success Only After Dealing with Reactive Maintenance

  • Proactive versus Reactive Maintenance
  • Extensive versus Minimum Maintenance
  • What Kind of Job Plan Is That!?!
  • Case Studies Illustrating Actual Industry Successes :
  • Case Study: Electric Utility
  • Case Study: Chemical Plant
  • Case Study: Food Processing
  • Case Study: Facilities 1
  • Case Study: Facilities 2
  • Case Study: Paper Mill
  • Case Study: Wastewater Treatment Plant

Basic Planning 

  • A Day in the Life of a Maintenance Planner Work Order System
  • Planning Process
  • Work Order Form
  • Coding Work Orders
  • Using and Making a Component Level File Scoping a Job 
  • Troubleshooting
  • Performance Testing or Engineering
  • Engineering Assistance or Reassignment
  • Developing Planned Level of Detail, Sketching and Drawing
  • Job Plan Template
  • Estimating Work Hours and Job Duration
  • Job Safety
  • Estimating Job Cost
  • Contracting Out Work
  • Wastewater Treatment Industry Example

Advance Scheduling

  • Weekly Scheduling
  • Forecasting Work Hours
  • Sorting Work Orders
  • Allocating Work Orders
  • Common Sense for Interruptible and Other Work
  • Formal Weekly Schedule Meeting
  • Staging Parts and Tools
  • What to Stage
  • Where to Stage
  • Who Should Stage
  • The Process of Staging

Daily Scheduling and Supervision

  • A Day in the Life of a Maintenance Supervisor
  • Assigning Names 273 Coordinating with the Operations Group
  • Handing Out Work Orders
  • During Each Day
  • Avoiding Common Pitfalls That Wreck the Schedule

Forms and Resources Overview

  • Forms
  • Resources
  • Component Level Files—Minifiles
  • Equipment History Files (Including System Files and Minifiles)
  • Technical Files
  • Attachment Files 308 Vendor Files
  • Equipment Parts Lists
  • Standard Plans
  • Lube Oil Manual
  • MSDS
  • Plant Schematics
  • Rotating or Critical Spares Program
  • Security of Files

The Computer in Maintenance

  • A Day in the Life of a Maintenance Planner (Using a CMMS)
  • The Planner Must Use the CMMS Job Plan Module
  • What Type of Computerization
  • Software Already in Use
  • Single User or Larger Network
  • Creating versus Purchasing a Commercial CMMS
  • Interfacing a CMMS with a Company Financial System
  • Benefits with the CMMS
  • Standardizing Work Processes Inventory Control
  • Information for Metrics and Reports
  • Finding Work Orders
  • Linking Information to Equipment
  • Common Database Scheduling
  • PM Generation
  • Problem Diagnosis and Root Cause Analysis Support
  • Cautions with the CMMS
  • Selection of a CMMS

How Planning Interacts with Preventive Maintenance, Predictive Maintenance, and Project Work

  • Preventive Maintenance and Planning
  • Project Work and Planning

Control (How Do We Control Planning Itself and What Are Associated KPIs for Planning and Overall Maintenance?)

  • Key Process Indicators (KPIs)
  • KPIs for Scheduling
  • KPIs for Planning

Shutdown, Turnaround, Overhaul, and Outage Management

  • Different Types of Outages
  • Accuracy of Task Estimates
  • Cycle of Improvement: The Outage Report
  • Controlling the Scope of Outages
  • Elements of the Outage Organization
  • Defining Outage Success

Start Planning

  • What Is Maintenance Planning?
  • Why Do Companies Need Maintenance Planning?
  • WIIFM (What's in It for Me?)

Planning Is Just One Tool; What Are the Other Tools Needed?

  • Work Order System
  • Leadership, Management, Communication, Teamwork
  • Qualified Personnel
  • Reliability Maintenance
  • Improved Work Processes

What to Buy and Where

  • Minifile Folders
  • Minifile Labels
  • Miscellaneous Office Supplies
  • Equipment Tags
  • Recommended Tag Sizes and Colors
  • Wire to Hang Tags on Equipment Deficiency Tags
  • Shop Ticket Holders
  • Open Shelf Files
  • CMMS

Overview of Duties for Planners and Others

  • Maintenance Planner
  • Maintenance Scheduler
  • Maintenance Planning Clerk
  • Operations Coordinator or Gatekeeper
  • Maintenance Purchaser or Expediter
  • Crew Supervisor
  • Planning Supervisor
  • Maintenance Manager
  • Maintenance Planning
  • Project Manager
  • Maintenance Analyst

Computerized Maintenance Management Systems and Scheduling with Excel Spreadsheets

  • Planning Principles versus Using a CMMS
  • Helpful Features for Planning and Scheduling
  • Types of Projects
  • Planning for a CMMS
  • Ongoing Support
  • Scheduling with Computer Spreadsheets
  • The MPSH Scheduler Excel Spreadsheet

Establishing and Supporting a Planning Group

  • Setting Up a Planning Group in a Traditional
  • Redirecting or Fine-Tuning an Existing Planning Group
  • Aids and Barriers Overview
  • Major Areas of Planning Management
  • Key Aids and Barriers
  • Examples

Contracting Out Work

  • Why Contract Out Work?
  • Problems with Contracting Out Work
  • Alternative Forms of Contracting Out Work
  • Arbitration Considerations for Contracting Out Work
  • Concise Text of Missions, Principles, and Guideline

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